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Recent News
Al Statz Earns Accredited Senior Appraiser in Business Valuation (ASA) Credential
September 30, 2013 / in News / by Al Statz
September 30, 2013 (Reston, VA) – The American Society of Appraisers (ASA) is pleased to announce the accreditation of Petaluma, California based Al Statz. Mr. Statz has completed the Society’s appraisal designation program, which is the industry’s most vigorous and difficult designation to achieve. Al’s accomplishment has earned him the right to bear the “ASA” credentials as a mark of his success. He joins less than 5,000 fellow experts around the world who have earned …
Exit Strategies Opens Sacramento Valley Office
September 23, 2013 / in News / by Al Statz
After 12 years serving Northern California business owners, Exit Strategies Group, Inc. is planting its flag in the Sacramento Valley. Seasoned professionals Jim Leonhard and Bob Altieri will open the firm’s new Roseville office on October 1st. This new location is an important step for us in serving a growing number of Sacramento area M&A clients, as more baby boomer business owners seek retirement after the recent recession. It will also play a key role …
Jim Leonhard Earns CVA Valuation Credential
September 3, 2013 / in News / by Al Statz
Today I want to congratulate our associate Jim Leonhard, CVA, MBA, for recently completing the certification process with the National Association of Certified Valuators and Analysts (NACVA) to earn the Certified Valuation Analyst (CVA) credential. The CVA credential is granted to qualified individuals with considerable experience in the field of business valuation. The CVA designation is an indication to the business, professional, and legal communities that recipients have met rigorous standards of professionalism, expertise, objectivity, and …
KONE buys Empire Elevator, strengthening its position in San Francisco Bay Area, California
July 22, 2013 / in News / by Al Statz
Excerpted from KONE Corporation press release, July 2013: KONE has acquired the San Francisco-based business of Empire Elevator Co., Inc., an independent elevator company. Empire has operated in the attractive Bay Area market since 1978 under the capable leadership of President Bruce Moore, who will join the combined KONE team in a key role. “The Empire and KONE operations will fit well together and we are thrilled to be adding great new customers in the …
News of a Recent Event
April 6, 2013 / in News / by Al Statz
On March 23, 2013, Al Statz of Exit Strategies presented an advanced workshop – Valuation of Lower Middle Market Companies – at the California Associate of Business Brokers (CABB) annual productivity conference. The workshop focused on … How finance theory relates to M&A transactions Appropriate benefit streams, normalization adjustments, valuation methods, rate of return Transaction databases and industry research Strategic buyer valuation CapEx and working capital treatment Common mistakes and how to avoid them. Thank …
2013 Sonoma County Backroad Challenge Ride
January 15, 2013 / in News / by Al Statz
Again this year, Exit Strategies will support the Sonoma County Backroad Challenge ride, which will take place on May 18, 2013 in Petaluma, California, one day before the Amgen Tour of California’s OVERALL FINISH next door in Santa Rosa. Visiting cyclists have a rare opportunity to experience the beauty of Sonoma County backroads and the thrill of the Tour of California professional race! Cyclists of all levels can enjoy spectacular Sonoma County scenery on one of three fully-supported rides (100 …
October 25th Seminar: Maximizing the Value of Your Business
October 3, 2012 / in Exit Planning, News, Sell a Business / by Al Statz
In this fast-paced workshop, business owners learn … Valuation basics Factors that increase enterprise value and marketability Steps to developing your exit strategy Steps in a proven M&A selling process Current market conditions and trends Tax implications and impending changes Answers to many common questions that owners have This is essential information for private business owners who wish to sell in the next 1-5 years. It is not too early to plan the successful exit …
Engineering the Future
July 16, 2012 / in Business Strategy, News / by Al Statz
As a father of two budding technophiles, and having my first college degree in electrical and computer engineering, please allow me this opportunity to promote this important profession … As the world’s population nears seven-billion people, mechanical engineers will play a major role in meeting global challenges says a research study conducted by ASME (American Society of Mechanical Engineers). The study, The State of Mechanical Engineering: Today and Beyond, was the result of a survey of over …
2012 Sonoma County Backroad Challenge Century Ride Announced
December 30, 2011 / in News / by Al Statz
Yes, this is a business blog, but we want you to know about the annual Sonoma County Backroad Challenge on May 19, 2012 in Petaluma. Cyclists of all levels can enjoy spectacular Sonoma County backroad scenery on one of three fully-supported rides (100 miles, 100 Km and 50 Km) ranging from leisurely to grueling. The Backroad Fest at Lagunitas Brewery will be in full swing when you return from your ride. Enjoy local cuisine, cold brews, live music, fun and fellowship …
October 27th “Maximize the Value of Your Business” Seminar Announced
October 4, 2011 / in Exit Planning, News, Sell a Business / by Al Statz
Exit Strategies announces the next in its series of executive briefings for business owners. At this candid, fast-paced workshop, business owners will learn … Valuation basics & 20 ways to build enterprise value Preparing a successful exit strategy Market conditions and trends Tax advantages of selling in the next 15 months Steps in a successful M&A sale process Answers to common questions When: Thursday, October 27th, 5:00 to 7:30 pm Where: Petaluma, California Cost: Free of charge …